Account Settings
Tags in Jusnote: Organize Your Legal Work with Clarity and Speed
What Are Tags? Tags in Jusnote are a tool for the flexible categorization of items in the system—cases, clients, documents, or tasks. Think of them as virtual labels you can add to any object to quickly identify, filter, and search relevant ...
Jusnote Workflow Automation – The Complete Guide
In the fast-paced legal world, efficiency isn't just a goal - it's a necessity. This is where Jusnote's newly released workflow automation module comes into play, transforming the way legal teams operate. It offers a series of automated actions that ...
Setting the main currency and the default rate
Jusnote uses a default currency ("main currency") for invoices, projects, and activities. All financial indicators of the client and indicators displayed on the main system’s Dashboard (available to administrators and a limited number of users) are ...
Account management
Account - an information record in the system about the Subscriber and the account administrator. By default, information about the Subscriber is used in invoices, bills, and other places of Jusnote. Subscriber - a person (usually a law firm or ...
Utilization setup and management
Utilization - the number of hours billed by the user within client projects. Utilization is used to calculate various financial indicators of the company's performance. Setting up individual user utilization To set up planned utilization, a specific ...
How to transfer funds between accounts in Jusnote
About Jusnote's financial module One of Jusnote’s priorities is to completely replace third-party financial systems for owners of law firms, lawyers, and accountants who work in the legal market. Therefore we are constantly improving the existing ...
How to deactivate a user in Jusnote
How to deactivate a user in Jusnote If you want to block a user's access to the system and all of the data, you need to deactivate him from Jusnote. Luckily, it's very easy to do. Go to your Settings; Tap on the Team section; Here you manage all ...
Setting up the utilization in Jusnote
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Invite employees to Jusnote
A user with Administrator rights has the right to invite anyone for shared use of Jusnote. To invite a person (an employee of a legal company, an attorney to work together on a particular project, etc.), the Administrator must go to the section from ...
Setting up the account in Jusnote
In the Settings section, you can find a lot of parameters that you can set up for your law firm, as well as turn on or turn off different features. The administrator of the account has the access to all the settings while the User can have various ...
Numbering in tables
In Jusnote, most records are organized in tables. At the bottom of each table, you can determine the number of table entries that will be displayed on one page. Using the "left" - "right" buttons, you can browse the pages in the desired direction.
How to delete the account in Jusnote
The system administrator can close (cancel) the account in Jusnote at any time by going to the Settings > Account and tapping on the Close the account button in the upper right corner. During the closing of the account, the administrator needs to ...
Changing of the account's Subscriber and Administrator in Jusnote
The account is the record in the system about the Subscriber and the Administrator ("system's administrator"). The Subscriber is the person (as a rule, a company, or the Advocates union) that purchases the software and services ("Service") of ...
How to customize tables in Jusnote
Jusnote gives you the ability to customize the appearance of tables at your own discretion. The customization is available in Contacts, Matters, Tasks and Events, Activities, Documents, Correspondence, Invoices, and Accounts sections. Adding columns ...
How to change the language in Jusnote
Jusnote allows users to change the language of the system. Now it has English, Ukrainian, Polish, German, Spanish, Czech and French languages. To change the language of the interface, tap on your profile icon in the left low corner of the screen. In ...
How to manage groups
A group is a team of two or more users that can be united to share specific matters or contacts. Please note that the Group is not identical to the Practice and was created to control access to confidential information of a specific matter or ...
Roles and permission types in Jusnote
There are two user roles in Jusnote: Administrator and User. Administrator - an individual appointed by the Subscriber (a) as the primary administrative contact to resolve any issues related to disconnections from the Service and other problems ...
First 5 steps to start using Jusnote
To start using Junsote, you need to go through these 5 simple steps. Step 1. Login Visit jusnote.com and tap on "Try for free" in the upper right corner. If you already have an account in Jusnote, just tap on Login and enter your credentials. Step ...
Setting up the Account
The "Settings" section in Jusnote has many options that you can configure or enable/disable. The account administrator has full privileges, while the system user has limited access to the "Settings" section. For more information on roles and ...
Popular Articles
Jusnote Workflow Automation – The Complete Guide
In the fast-paced legal world, efficiency isn't just a goal - it's a necessity. This is where Jusnote's newly released workflow automation module comes into play, transforming the way legal teams operate. It offers a series of automated actions that ...
How to pay for the Jusnote subscription
How to purchase a subscription in Jusnote Before starting the process of purchasing the subscription of Jusnote, please note that only administrators can manage subscriptions in the system. Users can't go to the system's preferences and, thereby, ...
How to create the invoice in Jusnote
Jusnote allows you to swiftly create invoices for the prepayment or payment to your clients. Before you start, please make sure that you have already created the contact to which you are going to send the invoice for prepayment, or that you have time ...
How to build document relations in Jusnote
Let’s talk about document relations and why you need this feature that is built-in in our document management software. For example, you have a contract. But this contract has other documents that are somehow related. Like scans, proposals, or ...
How to deactivate a user in Jusnote
How to deactivate a user in Jusnote If you want to block a user's access to the system and all of the data, you need to deactivate him from Jusnote. Luckily, it's very easy to do. Go to your Settings; Tap on the Team section; Here you manage all ...